Trimble: Priced Like Hardware, Performing Like Software

Trimble Inc. (TRMB) earns a buy rating as it transitions from hardware to high-margin industrial software, with the market underpricing this strategic shift. TRMB's AECO segment drives 17% YoY ARR growth, with 63% recurring revenues and strong cross-selling via its 'Connect & Scale' strategy. Margin expansion is evident: adjusted EBITDA margin reached 29.9%, with management targeting $3B ARR, $4B revenue, and 30% EBITDA margin by 2027.

Seeking Alpha • Dec 10, 2025

Why Is Trimble (TRMB) Up 4.4% Since Last Earnings Report?

Trimble (TRMB) reported earnings 30 days ago. What's next for the stock?

Zacks Investment Research • Dec 5, 2025

Trimble Announces Share Repurchase Authorization

WESTMINSTER, Colo. , Dec. 5, 2025 /PRNewswire/ -- Trimble® (Nasdaq: TRMB) announced today that the Board of Directors authorized the repurchase of up to $1.0 billion in shares of the Company's common stock.

PRNewsWire • Dec 5, 2025

Are Industrial Products Stocks Lagging Trimble (TRMB) This Year?

Here is how Trimble Navigation (TRMB) and TriMas (TRS) have performed compared to their sector so far this year.

Zacks Investment Research • Dec 4, 2025

Buy 3 Drone Technology Stocks to Enhance Your Portfolio Returns in 2026

AVAV, COHR and TRMB emerge as key drone-tech picks for 2026, backed by strong growth outlooks and rising demand across defense and industrial markets.

Zacks Investment Research • Dec 4, 2025

This Growth Stock Is Trading at Value Prices

Profit margins are expanding in line with a shift to higher-margin software and services revenue. This stock is undervalued compared to its strong long-term growth outlook.

The Motley Fool • Nov 24, 2025

Artificial Intelligence (AI) Could Be the Catalyst That Lifts These Undervalued Tech Stocks

PTC, Trimble, and ON Semiconductor have attractive valuations and growth prospects. AI integration is expected to enhance each company's offerings and future earnings.

The Motley Fool • Nov 24, 2025

Does Trimble (TRMB) Have the Potential to Rally 26.5% as Wall Street Analysts Expect?

The average of price targets set by Wall Street analysts indicates a potential upside of 26.5% in Trimble (TRMB). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Zacks Investment Research • Nov 17, 2025

Top Robotics Stocks to Add to Your Portfolio for Impressive Returns

Robotics is poised for robust long-term growth. Consider NVDA, TRMD and TER for potential market dominance across sectors.

Zacks Investment Research • Nov 14, 2025

OnStation and Trimble: Live Digital Stationing Meets Location Precision

CLEVELAND, Nov. 13, 2025 (GLOBE NEWSWIRE) -- OnStation, the first-ever live digital stationing platform purpose-built for road construction documentation and inspection teams, is collaborating with Trimble, a global technology company, to integrate Trimble's Global Navigation Satellite Systems (GNSS) receivers with the OnStation App. Together, the technologies provide key project personnel with instant, station-based context and precise location.

GlobeNewsWire • Nov 13, 2025